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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1226
Meridian Investment Counsel
California
$865K
PCG
1227
Private Capital Group
Connecticut
$861K +$143K +2,915 +20%
NDSI
1228
Newman Dignan & Sheerar Inc
Rhode Island
$860K -$47.2K -960 -5%
MC
1229
Middleton & Co
Massachusetts
$857K -$14.8K -300 -2%
AIA
1230
Arbor Investment Advisors
North Carolina
$856K
BC
1231
Burney Company
Virginia
$856K +$35K +712 +4%
EM
1232
Excalibur Management
Massachusetts
$854K -$9.1K -185 -1%
FMLI
1233
Fukoku Mutual Life Insurance
Japan
$850K -$167K -3,400 -16%
RIA
1234
Realta Investment Advisors
Delaware
$849K +$861K +17,504 New
PCM
1235
Pointe Capital Management
Michigan
$848K -$6.49K -132 -0.7%
TIM
1236
Thornburg Investment Management
New Mexico
$846K -$584K -11,875 -40%
QCIG
1237
Quad-Cities Investment Group
Iowa
$846K -$1.08K -22 -0.1%
HA
1238
Harbor Advisors
Florida
$846K
EWA
1239
ERTS Wealth Advisors
Michigan
$844K -$41.7K -848 -5%
PAM
1240
Premier Asset Management
Illinois
$843K -$14.8K -300 -2%
SFSG
1241
Stearns Financial Services Group
North Carolina
$842K -$353K -7,182 -29%
BWM
1242
Buckley Wealth Management
Nevada
$842K -$41.2K -837 -5%
TA
1243
Tiedemann Advisors
New York
$842K +$146K +2,977 +21%
SFA
1244
Sequoia Financial Advisors
Ohio
$841K +$260K +5,288 +44%
NSIM
1245
North Star Investment Management
Illinois
$837K -$18.6K -379 -2%
AIIMS
1246
Analyst IMS Investment Management Services
Israel
$836K -$2.9K -59 -0.3%
AWM
1247
Altavista Wealth Management
North Carolina
$834K -$100K -2,039 -11%
FCCM
1248
First City Capital Management
Georgia
$834K +$98 +2 +0%
AWM
1249
Aevitas Wealth Management
Massachusetts
$832K +$2.71K +55 +0.3%
WPC
1250
White Pine Capital
Minnesota
$828K +$2.46K +50 +0.3%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.